Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 738.0 | $81K | 0.06% | +118.0 | +19.0% | $109.77 | +0.2% |
| 162 | T | AT&T INC | Communication Services | 3,912.0 | $81K | 0.06% | +253.0 | +6.9% | $20.70 | +22.9% |
| 163 | NSC | NORFOLK SOUTHN CORP | Industrials | 257.0 | $81K | 0.06% | — | — | $314.59 | +10.6% |
| 164 | BK | BANK OF NY MELLON CORP | Financial Services | 557.0 | $81K | 0.06% | -20.0 | -3.5% | $144.71 | -1.9% |
| 165 | BAC | BANK OF AMER CORP | Financial Services | 1,405.0 | $80K | 0.06% | +9.0 | +0.6% | $56.98 | +7.4% |
| 166 | MRK | MERCK & CO INC | Healthcare | 623.0 | $80K | 0.06% | +10.0 | +1.6% | $128.46 | +16.4% |
| 167 | — | SPACE EXPLORATION TECHN CORP | — | 467.0 | $80K | 0.06% | NEW | — | $170.86 | — |
| 168 | SPTM | SPDR SERIES TRUST | — | 877.0 | $80K | 0.06% | -16.0 | -1.8% | $90.79 | +3.0% |
| 169 | BAI | BLACKROCK ETF TRUST | — | 1,463.0 | $77K | 0.06% | -323.0 | -18.1% | $52.72 | -14.3% |
| 170 | VBR | VANGUARD INDEX FDS | — | 316.0 | $77K | 0.06% | -2.0 | -0.6% | $242.99 | +2.2% |
| 171 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 3,570.0 | $74K | 0.06% | +73.0 | +2.1% | $20.85 | -1.3% |
| 172 | IYK | ISHARES TR | — | 1,023.0 | $74K | 0.06% | — | — | $72.66 | +2.8% |
| 173 | MCK | MCKESSON CORP | Healthcare | 98.0 | $74K | 0.06% | -14.0 | -12.5% | $755.60 | +17.9% |
| 174 | VFLO | VICTORY PORTFOLIOS II | — | 1,567.0 | $72K | 0.06% | -33.0 | -2.1% | $45.75 | +21.3% |
| 175 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 207.0 | $69K | 0.05% | +6.0 | +3.0% | $334.69 | -3.9% |
| 176 | QCOM | QUALCOMM INC | Technology | 373.0 | $69K | 0.05% | +101.0 | +37.1% | $184.72 | -10.8% |
| 177 | WFC | WELLS FARGO & CO | Financial Services | 832.0 | $69K | 0.05% | +7.0 | +0.8% | $82.65 | +2.8% |
| 178 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 237.0 | $67K | 0.05% | -55.0 | -18.8% | $280.78 | -15.0% |
| 179 | MA | MASTERCARD INCORPORATED | Financial Services | 128.0 | $66K | 0.05% | +2.0 | +1.6% | $513.52 | +15.2% |
| 180 | D | DOMINION ENERGY INC | Utilities | 924.0 | $63K | 0.05% | +37.0 | +4.2% | $68.29 | -2.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
35.6%
Technology
24.9%
Healthcare
7.8%
Consumer Cyclical
7.7%
Utilities
6.2%
Communication Services
5.2%
Industrials
5.0%
Consumer Defensive
4.3%
Energy
2.1%
Real Estate
0.8%